The chain, then the three workflows an agent takes on first. Your team reviews and approves; Soren does the collecting, matching, routing, and tracking.
Fig. 01Systems the agent works across
Figures are illustrative.
01 / 04The chain
Overview
Starts at transaction matching, where the work enters.
Runs exception routing inside the systems you already use.
Ends at close preparation, where your team signs off.
Connected to bank feeds, the ERP and general ledger, expense and AP systems, and the close checklist.
Your teamEvery decision stays with your people; the agent does the handling in between.
Fig. 01Systems the agent works across
02 / 04Workflow
Transaction reconciliation
Match transactions across accounts and systems using established rules
Flag unmatched entries
Attach supporting records for review
Your teamAccounting team reviews unmatched entries
Fig. 02Bank transactions matched to ledger entries
03 / 04Workflow
Exception administration
Group discrepancies by type
Collect missing documentation
Assign follow-up tasks
Track resolution status across teams and systems
Your teamController signs off on resolutions
Fig. 03Exceptions by type, resolved and open
04 / 04Workflow
Close coordination
Maintain close checklists
Send reminders for outstanding items
Assemble schedules and supporting documents
Your teamAccounting team reviews and approves the close
